Scheduling an Update

The following example shows how to schedule a temporary price change for a product. You will learn how to schedule and preview changes, and also how to view scheduled updates on the calendar. Although this example includes only a single change, a campaign might include multiple changes to products, price rules, CMS pages, and other entities that are scheduled to take place at the same time.

To schedule an update to a product:

  1. From the Catalog grid, open a product in edit mode.

  2. In the Scheduled Changes box at the top of the page, click Schedule New Update.

  3. With the Save as a New Update option selected, do the following:

    • In the Update Name field, enter a name for the new content staging campaign.

    • Enter a brief Description of the update and how it is to be used.

    • Use the Calendar () to choose the Start Date and End Date for the campaign.

    To create an open-ended campaign, leave the End Date blank. For this example, the campaign is scheduled to begin the minute the sun reaches the northernmost point of the equator. This year, the summer solstice takes place on June 20th, at 3:34 AM PST.

    An end date cannot later be added to a price rule campaign that was originally created without an end date. In such a case it is necessary to create a duplicate campaign that includes the end date that is needed

    Scheduling a Product Update

  4. Scroll down to the Price field and click Advanced Pricing.

  5. Enter a Special Price for the product during the scheduled campaign. Then, click Done.

  6. When complete, click Save.

    The scheduled change appears at the top of the product page, with the start and end dates of the campaign.

    Scheduled Change

To edit the scheduled change:

  1. In the Scheduled Changes box at the top of the page, click View/Edit.

  2. Make any changes necessary to the scheduled update.

  3. Click Save.

To preview the campaign:

  1. In the Scheduled Changes box at the top of the page, click Preview.

    The Preview opens a new browser tab, and shows how the product will appear during the scheduled campaign.

    Preview Scheduled Change

  2. In the upper-left corner of the Preview window, click Calendar.

    The calendar detail shows other campaigns that are scheduled for the same day. Each record in the list is a separate campaign.

    List of Campaigns Scheduled for a Specific Date

  3. To preview a different day or time, click the Date & Time calendar . Then do the following:

    • Choose a different date and/or time.

    • Click Preview.

      In this example, the regular price is restored because the special price is no longer in effect.

  4. To return to the campaign calendar, click Calendar in the header of the Preview page. From here, you can do the following:

    Share a Link to the Preview

    To share a link to the store preview with your colleagues, click Share. Copy the link to the clipboard and then paste the link into the body of an email message.

    Change the Scope of the Preview

    To see scheduled changes for different store views, click Scope in the header of the Preview page. Then, choose the Website, Store, or Store View that you want to preview.

  5. If necessary, return to the campaign calendar. To view your scheduled change as part of a campaign, click View/Edit in the Action column.

    The page includes the general description of the campaign, with a section for each type of entity that might be included.

    Edit Campaign

  6. Expand the Products section to see your scheduled update.

    Scheduled Product Update

  7. From here, you can do either of the following:

    • Click View/Edit in the Action column to open the scheduled update.

    • Click Back at the top of the page to go to the Staging Dashboard.

    The Staging Dashboard provides an overview of all active and upcoming campaigns. Although in this example we arrived at the Staging Dashboard after previewing a scheduled change, it can also be directly accessed from the Content menu. The campaign that we created includes one object, or entity, which is the product that was updated. To learn more, see Staging Dashboard.

    Staging Dashboard